Legal | Tax | Management | Investment

est. 1991 | member of ZENRON Capital Inc.

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Tradition & history est. 1991 Strong & Experienced international team Solution & Results Delivery Strong base of verified investors Win / Win & Long Term Relations We will prepare YOU to be READY for investors Build, Consult & Manage the EIS company YOU will Enjoy the life & Get more everytime

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EIS stands for Enterprise Investment Scheme

It is a government initiative designed to help small UK companies to raise finance by offering a range of tax relief's to investors who purchase new shares in those EIS companies. 30% immediate tax refund on investment by way of income tax relief The EIS scheme is now the only UK tax efficient scheme to offer Capital Gains Tax ("CGT") Deferral Relief. With the changes to tax relief on pensions, investors may wish to consider alternative investments, such as EIS and VCTs, alongside their pensions.

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The schemes which we refer to as the venture capital schemes are the: Enterprise Investment Scheme (EIS), Seed Enterprise Investment Scheme (SEIS), Venture Capital Trust scheme (VCT), Share Loss Relief (SLR). Corporate Venturing Scheme (CVS), These schemes can be grouped together because they have similar aims and have certain legislative features in common.

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YOUR UK COMPANY
EIS Terms & Conditions Management & Board of directors

ZENRON Investment management

ZENRON Administration Operation

Investor #1 Relation

Investor #2 Relation

Your % shares Directors

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Cannot be a subsidiary, or be controlled by, another company (there are exceptions) Company cannot be listed on a recognised stock exchange or have arrangements to be listed The qualifying business activity for which the money is raised by the share subscription must be based in the UK The trade must be conducted on a commercial basis and with a view to the realisation of profit. Some trades are excluded (including, but not limited to some types of property companies, residential care homes, some financial instruments, hotels, farming and market gardening)

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ANALYSE THE FESIBILITY OF YOUR BUSINESS PRELIMINARY REPORT

INCORPORATE THE COMPANY IN UK ACCORDING TO EIS REGULATIONS

STRUCTURE THE MANAGEMENT, ADMINISTRATION

PREPARING THE EIS BUSINESS PLAN & RELATED DOCUMENTS

DISTRIBUTION THROUGH POTENTIAL INSTITUTIONAL & INDIVIDUAL INVESTORS

BUILD & MANAGE THE INVESTOR RELATIONS & DUTIES ADMINISTRATION & OPERATIONS

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Small businesses who either need cashflow or finance to grow their business do not need to borrow money and repay it with interest. Companies can use the value of their shares/assets to raise finance and EIS enables them to quickly attract large investments from multiple investors, and retain a large share of their business.

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Legal agreement & Order | 1st payment Business Concept, Plan, Analyse, Feassibility Register the company, HMRC, EIS| 2nd payment Business plan, Inv. Memorandum | Final payment Distribution & Investment management | % fees

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The company must first ensure it meets the strict guidelines for EIS by applying for Advance Assurance. This requires a business plan and trading accounts. The company must then market itself to attract suitable investors. Once investment is made, the company must issue the correct forms. Strong Legal & Tax, Investment & Compliances experts on the board / ZENRON

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In order for investors to be able to claim, and keep, the EIS tax reliefs available, the company has to meet a number of rules regarding : the kind of company it is, the amount of money it can raise, how and when that money must be used, the trading activities carried on Advanced Assurance is a process where HMRC will verify that a companies intended business model and plan qualify for investment using EIS. This reassures potential investors when looking at your business.

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Not all companies can be eligible for EIS

Typically these types of business are excluded:

Food, Tobacco, alcohol etc. Property, including land, hotels and farming / Legal, financial or accountancy services

contact us for more info

These types of companies are typically EIS approved: Film, media, music (not licensing), fashion, IT, digital technology, green energy, online biz, consumer goods, eTechnology, etc. The company must also be considered a Small Business (valued at less than 7m), must not be part of a group, and must have up to date accounts where available.

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There are a number of conditions relating to how many shares an individual investor may purchase. Each investor may invest up to 500,000 (soon to be increased to 1m). No investor may purchase more than 30% of the business.

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This is a our unique fully managed service for a company to obtain EIS advance Assurance, attract investors and manage the post investment process include the administration service for maintain the company according to legal & tax rules. ZENRON CAN HELP YOU

WE

KNOW YOUR INVESTORS

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Our Compliance and Listing service includes the following:

Initial consultation with company Business Plan Review / IM Investment memorandum Application to HMRC for Advanced Assurance Response to raised questions by HMRC Once Advanced Assurance received listing on our EIS Exchange Email sent to relevant investors with details of new EIS company and investment opportunities Connection to Investors Management of Share issue process Production of EIS1 form for investors to claim benefits Manage relations with investors, Administration service

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Fully Managed, the client does not need to speak directly with HMRC and other authorities involve in whole process. Experience, ZENRON and our group companies have strong experience in managing investments, tax, business growth. We have accessed to hundreds of UK investors eligible to invest in EIS scheme. We are the only company who are offering this unique full EIS managed service in UK and also abroad.

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Entrance consultation & feasibility: 240

(3 hours + report)

(6.900 CZK)

Order processing:

(company, EIS approvals, registrations)

2.660 3.100

(76.900 CZK)

Business Plan & Marketing Kit:

(optional) (incl. Investment memorandum)

(89.890 CZK)

8% brokerage charges on total investment raised up to 1.mil. | More than 1.mil. 5%

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